As a SURV Financial referral partner, your Trade Association has access to our full product suite of financial services. We can help you customize a program that best serves your membership.
When your Association partners with SURV Financial, your members have access to a suite of industry-leading financial services to build, grow, and run their business.
Whether its business lending, consumer financing, equipment financing, or payment processing, we have industry-leading solutions for nearly any sized business.
Because of our long-term partnerships within the industry, coupled with our own unique technologies, we are able to offer highly customized industry-specific solutions for your members that only available through your Association.
This adds real value to your members and builds long-term loyalty to your Association.
For every referral, your Association earns upfront and/or monthly residual overrides for the life of every customer, depending on the service. This can add a new revenue source for your Association that becomes a new, sellable asset.
Our Partner Managers will work directly with you to determine the best services and offers for your members. We will then work with you to create the marketing assets, which can range from: Printed flyers, email campaigns, website banners, live and recorded webinars, expert interviews for podcasts, articles for your newsletters, blog posts, presence at your live events, etc.
The bottom line is we will fully customize our service offering and marketing materials to fit the needs of your members.
Contact us today and let’s discuss how we can help SURV your members and build a recurring revenue stream for your Association.
We work with you to create highly customized, industry-specific solutions for your members. When you offer SURV Financial services to your members, they can: